This article will walk you through how to save emails and attachments to Unity® Practice Management.

Saving Emails into Unity

1. Go to your Outlook inbox.
2. Right-click on the email you want to manage, then click Save to Unity.
3. A dialogue box will open up and ask you which Case you would like the attachments to be saved into. You can choose from the recent list on the right-hand side and on the bottom right.
4. You can then click OK, and those emails have now been saved in Unity.

Saving Emails into Unity

1. Go to your Outlook inbox.
2. Right click and go to the option Save Attachments to Unity®. If more than one attachment is within the e-mail, just check it off and click on Save to Unity.
3. Once again, the dialogue box will open up asking you to choose the Case.
4. So click on the case, choose from the recent list on the right-hand side and click OK. Those attachments have been saved into your Unity file as well.